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Ameriprise Financial

1,161 hedge funds and large institutions have $32.9B invested in Ameriprise Financial in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 339 increasing their positions, 439 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 72

17% more capital invested

Capital invested by funds: $28.1B → $32.9B (+$4.83B)

7% more funds holding

Funds holding: 1,0841,161 (+77)

2.56% more ownership

Funds ownership: 82.98%85.54% (+2.6%)

4% more call options, than puts

Call options by funds: $87.9M | Put options by funds: $84.6M

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

23% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 439

Holders
1,161
Holders Change
+77
Holders Change %
+7.1%
% of All Funds
16.93%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
168
Increased
339
Reduced
439
Closed
72
Calls
$87.9M
Puts
$84.6M
Net Calls
+$3.28M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
576
Shell Asset Management
Netherlands
$768K -$186K -541 -21%
RRA
577
Round Rock Advisors
Connecticut
$767K +$693K +2,020 New
GA
578
Gateway Advisory
New Jersey
$762K -$25.4K -74 -4%
HW
579
Hancock Whitney
Mississippi
$760K -$28.5K -83 -4%
PCP
580
Pacific Capital Partners
$759K +$12.3K +36 +2%
PTC
581
Petrus Trust Company
Texas
$748K +$293K +854 +77%
PCG
582
Prosperity Consulting Group
Maryland
$733K +$15.8K +46 +2%
MWM
583
MorganRosel Wealth Management
Colorado
$730K -$36.7K -107 -5%
SCA
584
Stokes Capital Advisors
South Carolina
$725K -$13.7K -40 -2%
Focus Partners Wealth
585
Focus Partners Wealth
Massachusetts
$724K +$653K +1,905 New
LA
586
LM Advisors
California
$720K +$650K +1,896 New
MPI
587
Mairs & Power Inc
Minnesota
$720K -$91.6K -267 -12%
SIG
588
Stonegate Investment Group
Alabama
$718K -$9.94K -29 -2%
SI
589
Stephens Inc
Arkansas
$717K +$63.8K +186 +11%
TFA
590
Transamerica Financial Advisors
Florida
$713K -$460K -1,342 -42%
FTWA
591
Fifth Third Wealth Advisors
Ohio
$712K -$42.2K -123 -6%
Simplex Trading
592
Simplex Trading
Illinois
$711K +$643K +1,874 New
ECM
593
Evergreen Capital Management
Washington
$710K -$14.1K -41 -2%
GWA
594
Gratus Wealth Advisors
Virginia
$706K +$638K +1,860 New
WSTAM
595
Wilbanks Smith & Thomas Asset Management
Virginia
$701K -$42.9K -125 -6%
Dodge & Cox
596
Dodge & Cox
California
$694K
IA
597
IFP Advisors
Florida
$688K -$30.2K -88 -5%
IAN
598
Integrated Advisors Network
Texas
$686K -$104K -302 -14%
AIMCA
599
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$684K
AC
600
AXQ Capital
New Jersey
$684K +$617K +1,800 New

AMP Hedge Fund Activity: Q4 2023 in Review

1,161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2023, worth a combined $32.9B — up 17% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new AMP positions and 72 closed out — a net gain of 96 holders — while 339 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $783M. The largest seller was Millennium Management, cutting an estimated $113M.

  • 1,161 institutional investors held Ameriprise Financial (AMP) as of Q4 2023, up from 1,084 in Q3 2023.
  • Funds reported $32.9B of Ameriprise Financial stock for Q4 2023, up 17% quarter-over-quarter.
  • 168 funds opened new Ameriprise Financial positions in Q4 2023 and 72 closed out, a net change of +96 holders.
  • The largest Ameriprise Financial buyer in Q4 2023 was Morgan Stanley, an estimated $783M added.
  • The largest Ameriprise Financial seller in Q4 2023 was Millennium Management, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2023.